Meghan Sutphen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at Equitable Advisors and JPMorgan Chase Bank, N.A., along with various positions outside the financial industry and involvement with local boards of education. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Michael Emerson is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 29 years of industry experience. He has worked as an independent sales agent since 1999 and has been with LPL Financial since 2013. His other business activities include serving as a non-variable insurance agent with a focus on long-term care. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

David Scafa is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 27 years of industry experience. He has worked with several firms including Avantax and operates Scafa Professional Center, LLC. In addition to advisory roles, he provides tax preparation and accounting services through his own CPA practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diversified investment programs, combining model portfolios, third-party managers, and customized strategies.

Michael Warin is a financial advisor with Cetera, holding a Series 63 license and bringing 27 years of industry experience. He previously worked at Avantax Investment Services and Avantax Insurance Services for over two decades and has operated Michael Warin - Financial Services, LLC since 1996. Outside of his advisory role, he serves on the audit team at Faith Lutheran Church, participates as an usher, co-chairs the soup kitchen committee, and chairs the annual walk for hunger. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with access to various portfolio management options and investment strategies tailored to client needs.

Christopher Mottershead is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Novella Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked with several firms including Allied Wealth Partners and Securian Financial Services. Outside of his advisory role, he owns Strategic Benefits Group, a fixed insurance business specializing in group employee benefits. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Matthew Doyal is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at Cuna Brokerage Services Inc., Pentagon Federal Credit Union, Lifecycle Financial Advisors, LLC, and McGraw Fill Federal Credit Union. He currently serves as a manager at Pentagon Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

William Ianni is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) credential. William graduated as a first-generation college graduate from New Jersey City University Honors Business College with a Bachelor of Science in Finance. William works with a select group of individuals and families, including business owners, senior executives, medical professionals, and lawyers, delivering customized financial strategies. His client focus areas include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, small business strategies, tax minimization, portfolio management services, defined benefit plans, and legacy planning. He provides comprehensive financial services ranging from general investing to retirement planning and saving for the unexpected, coordinating with Bank of America specialists for banking, credit, home financing, and small business solutions. Residing in Somerset County, William spends his personal time golfing, hiking, traveling, exploring different foods and cuisines, and spending time with friends and family. His approach centers on building trust and confidence through understanding each client's unique financial landscape, aiming to simplify financial complexities and provide support for generations to come.

Keith Latimer is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019, previously spending a decade with IC Advisory Services, Inc. He serves on the Board of Directors for the Longwood University Foundation. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm integrates these services with a broad range of advisory, brokerage, and insurance solutions.

Rich Peckio is currently a Planning Consultant at Fidelity Investments. In this role, he focuses on helping clients work towards their financial goals by preparing personalized financial plans. He emphasizes building relationships with clients to understand their unique situations and co-creating a roadmap tailored to their needs. Rich has been with Fidelity Investments since 2022, holding positions such as Financial Representative and Relationship Manager prior to his current role. His experience encompasses various aspects of financial planning and client relationship management within the firm. He is licensed by the state of California to provide insurance services. Outside of his professional responsibilities, Rich has interests that include fitness, football, hiking, music, parenthood, and traveling.

Charmaine Talvy is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Her prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of finance, she has experience in the retail sector through her involvement with Table Top Toys Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Geoffrey Dietzel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Brunswick Financial Group LLC since 2003 and was affiliated with Pruco Securities, LLC. for over two decades. Dietzel is also a director and owner of Brunswick Financial Group, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers comprehensive financial planning, access to model portfolio programs, and third-party asset management, operating an integrated platform that includes insurance products and collateralized lending services.

Stephen Blazejewski is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with Equitable Advisors since 2017 and previously worked at Axa Advisors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

Jay Barry is a Financial Advisor at Merrill Lynch Wealth Management, having joined the Barry team in 2022. Prior to this role, he spent three and a half years as a Financial Data Associate at Moody's Investors Service. Jay focuses on a range of client needs including college education planning, corporate benefits, executive services, divorce transition planning, equity compensation, legacy planning, managing new wealth, personal retirement planning, portfolio management, and tax minimization. He holds a Bachelor's Degree in Public Policy from Hamilton College, earned in 2018, and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jay enjoys playing pickup basketball, golfing, skiing, and traveling. He also follows sports closely, supporting teams such as the Yankees, Giants, Nets, and Devils.

Michael Cohen is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Vivek Sharma is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and operating as a self-employed investor with Nascap Investors. He is also an independent agent involved in the sales and service of fixed insurance products. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes multiple advisory program sponsors and offers both advisory and brokerage/insurance channels to implement client recommendations.

Gregory Stelnick is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1989 and has been associated with Master Tax since 1981. Outside of his advisory role, he is involved in a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary portfolio management and access to model portfolios and research from multiple sources.

Ruben Marshall is a CFP® professional with 28 years of industry experience, currently serving at J.P. Morgan Securities in Princeton, NJ. He has worked at J.P. Morgan Securities since 2014 and previously spent three years with RGCA Family, LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Neal Drasin is a CFP® professional with 46 years of industry experience, currently serving as a financial advisor at Edward Jones since 1994. He holds the Series 63 and Series 65 licenses and is based in Warren, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lisa Kent is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience to her role. She serves multiple generations within families, focusing on family wealth management strategies, legacy planning, and personal retirement planning. Lisa is a qualified Portfolio Manager within the Merrill Investment Advisory Program, where she builds and manages personalized investment strategies that may incorporate a range of assets and third-party strategies. Lisa holds a Bachelor's degree from Bucknell University. She holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Lisa was honored to chair the Merrill Financial Advisor Advisory Council to Management in 2021, representing her peers to senior leadership. She has been recognized by Forbes as one of the "Best-In-State Wealth Advisors" from 2019 through 2023, and as one of "America's Top Women Wealth Advisors" in 2019, 2020, and 2021. Lisa focuses on empowering women to take control of their financial lives, providing clear guidance as a peer and mentor. Outside of work, she enjoys cycling, cooking, hiking, dancing, and spending time with her family in East Brunswick, New Jersey.